See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,911 | $29,660+71.7% | $56,411-9.8% | $80,856-37.0% |
| Participation rate | 68.0% | 41.6%+26.4pp | 52.5%+15.5pp | 67.6%+0.4pp |
| Annual return | 13.30% | 35.23%-21.9pp | 1701.33%-1688.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $407 | $669-39.2% | $1,039-60.8% | $2,755-85.2% |
| Participant deferral / active EE | $6,830 | $1,226+457.1% | $1,952+249.9% | $4,296+59.0% |
| Admin fee / account holder | $789 | $2,428-67.5% | $2,829-72.1% | $6,918-88.6% |